ABOUT > OUR TEAM
Zoe Bastian
Provisional Financial Adviser
Why I do what I do
I believe that it is so important to plan for the future. I am passionate about helping our clients have peace of mind and financial security as they move through the different stages of life.
I started my professional career in corporate 10 years ago working in Professional Services, I then moved into the retail and health sector before settling into financial planning.
I love forming great relationships with our clients. It is so important for me to help people feel comfortable navigating aspects of their life that they may not fully understand.
A few things about me:
You will always find me up for having a chat, I am very passionate, and I thoroughly enjoy a good debate around the dinner table.
I consider myself quite the cook and like to show off my culinary skills, so I often entertain. In my spare time, you will find me either at the gym or relaxing in my hammock with a puzzle book.
I love making the most of time off and will often escape up or down the coast for weekends away exploring with my partner and friends.
Qualifications
- Graduate Diploma of Financial Planning
- Diploma of Marketing
As a Provisional Financial Adviser, I am undertaking professional education and training under the supervision of John Foley, Authorised Representative No. 242178. A copy of my Financial Services Guide can be found here.
